Stock Market LIVE: The Indian stock market opened on a cautious note but quickly regained momentum as optimism over a potential India–US trade deal sparked fresh buying across frontline indices. The Sensex climbed around 120 points, while the Nifty hovered near the 25,730 mark, reflecting a cautiously positive mood among investors.
Comments by US Ambassador Sergio Gor on the prospects of an India–US trade agreement provided the much‑needed trigger for a mid‑session recovery, helping the market shrug off early weakness and global uncertainty. Traders appeared willing to accumulate quality names on dips, even as sectoral trends remained mixed and stock‑specific action dominated the day.
Stock Market LIVE: Indices Bounce Back After Weak Opening
Indian benchmark indices staged a smart recovery after a subdued start, with both the Sensex and Nifty reversing losses to trade in the green. The Nifty hovered around 25,730, while the Sensex advanced roughly 120 points as buying emerged in select heavyweights.
Broader markets also participated in the rebound. The BSE Midcap and Smallcap indices gained close to 0.7 percent each, indicating that risk appetite extended beyond the large‑cap universe and into the wider market.
Stock Market LIVE Trigger: India–US Trade Deal Optimism Lifts Sentiment
The turning point for the session Stock Market LIVE came after remark from US Ambassador Sergio Gor, who hinted at progress towards an India–US trade deal. That single commentary acted like a spark in a room full of dry tinder, quickly lifting sentiment across Dalal Street.
Investors interpreted the statement as a sign that trade relations between the two countries could deepen, potentially benefiting exports, technology partnerships, and capital flows into India over the medium term.
Sector Snapshot: Metals Shine, Others Struggle
Sectoral performance was far from uniform, with metals leading from the front while several other pocket came under pressure.
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The metal index surged about 1.5 percent, supported by strong moves in major steel names and renewed optimism around global demand.
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On the flip side, auto, IT, capital goods, pharma, media, and realty indices slipped between 0.5 and 2 percent, reflecting profit‑taking and stock‑specific concerns.
This divergence underscored a classic rotational trade, where money moved out of sectors that had run up sharply and into areas perceived as relative value.
Top Gainers: Coal India, Asian Paints, Trent in Focus
On the Nifty, pockets of strength were clear, with select index constituents outperforming the broader market. Among the top gainers were Coal India, Trent, Asian Paints, Tata Steel and JSW Steel, all of which attracted buying interest as the session progressed.
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Coal India gained as investors continued to view the stock as a play on energy demand and stable cash flows.
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Asian Paints and Trent saw interest from domestic investors betting on steady consumption and premium brand positioning.
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Tata Steel and JSW Steel rode the strength in the metal space, reflecting improved risk appetite for cyclical sectors.
Stock Market LIVE Sector Update: Metals Gain, IT and Autos Slip
Stock Market LIVE Not all index heavyweights joined the party. Several marquee names dragged on the Nifty, limiting the upside even as select sectors rallied.
Among the notable losers were:
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Eicher Motors
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Infosys
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Bajaj Finance
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Tata Motors Passenger Vehicles
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Bajaj Auto
Weakness in these counters highlighted the market’s ongoing concerns around premium valuations in growth stocks, near‑term demand uncertainties, and the impact of global tech sentiment on domestic IT heavyweights.
Stock Market LIVE: Nifty 50 Drag Stocks Explained
Stock Market LIVE A closer look at index contribution data shows which stocks weighed the most on the Nifty’s performance during the session.
| Stock | CMP (₹) | Change (%) | Free-Float Mkt Cap (₹ cr) | Role in Nifty Move |
|---|---|---|---|---|
| Bajaj Finance | 948.25 | -1.18% | 5,90,046 | Key negative contributor to financials sentiment. |
| Infosys | 1,598.50 | -0.97% | 5,50,917 | IT heavyweight under pressure, dragging the index. |
| Eicher Motors | 7,386.00 | -1.61% | 2,02,593 | Auto weakness reflecting premium valuation concerns. |
| Larsen & Toubro | 4,002.80 | -0.56% | 5,06,740 | Mild decline capped the upside in capital goods. |
| Bharti Airtel | 2,016.00 | -0.55% | 3,50,794 | Telecom softness added marginal downward pressure. |
These names, despite relatively modest percentage drops, had an outsized impact because of their large free‑float market capitalisation and heavy weight in the index basket Stock Market LIVE .
Stock Market LIVE Stock in Focus: Ceinsys Tech Falls Despite Buy Call
One of the more interesting single‑Stock Market LIVE stories of the day was Ceinsys Tech, which came under selling pressure even as a major brokerage turned positive on the counter.
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Arihant Capital initiated coverage with a ‘buy’ rating and a target price of ₹1,599, implying significant upside from current levels.
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In contrast, the stock was trading at ₹979.65, down ₹25.15 or 2.50 percent on the day.
The intraday price action was notably volatile:
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Intraday high: ₹1,030.00
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Intraday low: ₹954.60
Trading volumes stood at 38,936 shares, lower than the five‑day average of 42,466 shares, marking an 8.31 percent drop in activity, suggesting some traders chose to wait on the sidelines despite the positive brokerage call.
Ceinsys Tech: Recent Performance and Valuation Context
Ceinsys Tech has seen a sharp round‑trip over the past year, with its share price swinging between extremes.
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Previous session close: ₹1,004.80, down 4.27 percent or ₹44.80.
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52‑week high: ₹2,088.30 (hit on 14 January 2025).
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52‑week low: ₹796.75 (touched on 18 December 2025).
At current levels:
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The stock trades 53.09 percent below its 52‑week high.
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It remains 22.96 percent above its 52‑week low.
With a market capitalisation of around ₹1,708.62 crore, Ceinsys Tech sits firmly in the small‑ to mid‑cap bracket, where price moves can be more exaggerated as sentiment shifts.
Stock Market LIVE Earning Watch: TCS, HCL Tech, GTPL Hathway
Investors also kept one eye firmly on the earnings calendar, with several prominent names scheduled to report results.
Among the companies set to release their quarterly numbers today are:
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Tata Consultancy Service (TCS)
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HCL Technologies
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Anand Rathi Wealth
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GTPL Hathway
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Gujarat Hotel
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Lotus Chocolate Company
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Maharashtra Scooter
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OK Play India
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Tierra Agrotech
Given the heavyweights in this list, particularly TCS and HCL Technologies, the street will be keen to parse commentary on demand outlook, deal wins, margins, and management guidance for cues on the sector’s trajectory.
IT and Financials: Awaiting Clarity from Earnings
The underperformance of Infosys and mild weakness in other IT stocks reflect a market that is cautious ahead of earnings from key players such as TCS and HCL Technologies.
In the financial space, selling in Bajaj Finance indicates ongoing sensitivity to any signs of tightening liquidity, asset quality concerns, or moderation in growth. With valuations for top‑tier NBFCs remaining rich by historical standards, any hint of slower loan growth or margin compression can trigger quick profit‑taking.
Broader Market Mood: Stock-Specific, News-Driven
Wednesday trade highlighted how news flow continues to drive sharp moves in specific pockets, even when headline indices appear relatively calm.
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Positive commentary on the macro front—like trade deal chatter—gave a lift to cyclicals and metals.
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At the same time, company‑specific triggers, valuation worries, and earnings‑related caution kept IT, autos, and select financials in check.
This split personality in the market underscores the importance of stock selection over blind index exposure in the current environment.
Intraday Trading Sentiment and Volatility
Intraday, traders navigated a classic pattern: weak opening, mid‑session revival, and a more balanced risk‑on tone as global cues stabilised.
Short‑term players appeared to:
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Add positions in sectors with clear positive triggers (like metals and select PSU names).
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Book profits or trim exposure in high‑beta counters ahead of key earnings and macro data.
For positional investors, the session served as a reminder that headline optimism must still be weighed against sector‑specific risks and stock‑level fundamentals.
Conclusion
Stock Market LIVE rebound, powered by upbeat commentary on a potential India–US trade pact and strong moves in metal stocks, underlines how quickly sentiment can shift when macro headlines turn supportive. Even so, the mixed show across sectors—gains in Coal India, Asian Paints, Trent, Tata Steel and JSW Steel versus pressure on Eicher Motors, Infosys, Bajaj Finance, Tata Motors Passenger Vehicles and Bajaj Auto—highlights a market that remains highly selective and event‑driven.
On the other hand, any disappointment—whether from slower‑than‑expected profit growth in IT and financials or delays on the policy front—could see the market consolidate or correct, especially in overowned pockets. For now, stock‑specific stories and disciplined allocation remain the most reliable compass for navigating a market that is optimistic, but still far from complacent.
